Page 12 - Advice Matters - Byfields Wealth May 24

Mercer periodic table of annual index returns Click on an index in the legend below

to view its trend through the decade.

2014 2015 2016 2017 2018 2019 2020 2021 2022 2023 Market Indices *

Best Global Listed Global Minimum Global Small Caps Emerging Markets Aust. Direct Int'l Equity (UH) Hedge Fund Global Listed Aust. Direct Int’l Equity (UH) Aus. Small Caps
Property (H)
Property
S&P/ASX Small Ordinaries
Property
(UH)
Composite (H)
Volatility (UH)
Property (H)
Equity (UH)
23.34% 19.03% 13.76% 27.09% 9.68% 27.97% 11.25% 29.75% 10.66% 23.23%
Global Listed Aust. Direct Global Listed Int'l Equity (H) Global Minimum Global Small Caps Int'l Equity (H) Int'l Equity (UH) Cash Int’l Equity (H) Aust. Direct Property
Infrastructure (H) Property Infrastructure (H) Volatility (UH) (UH) MSCI/Mercer Australia Core Wholesale Monthly PFI
23.19% 12.72% 13.42% 20.02% 9.52% 26.97% 10.54% 29.58% 1.25% 21.66%
Global Minimum Global Small Caps Aus. Small Caps Aus. Small Caps Australian Fixed Int'l Equity (H) Aus. Small Caps Int'l Equity (H) Australian Equity Global Small Caps Australian Equity
Volatility (UH) (UH) Income (UH) S&P/ASX 300
22.51% 12.61% 13.15% 20.02% 4.54% 26.81% 9.19% 23.88% -1.77% 15.62%
Int'l Equity (UH) Int'l Equity (UH) Australian Equity Global Listed Emerging Market Global Listed Emerging Markets Global Small Caps Global Minimum Australian Equity Australian Fixed Income
Infrastructure (H) Debt Infrastructure (H) Equity (UH) (UH) Volatility (UH) Bloomberg AusBond Composite 0+ year
15.01% 11.80% 11.77% 15.95% 4.20% 24.51% 7.76% 23.31% -2.74% 12.13%
Australian Inflation Aus. Small Caps Emerging Markets Global Small Caps Australian Inflation Global Minimum Australian Inflation Global Minimum Global Listed Emerging Market Australian Inflation Linked Bonds
Linked Bonds Equity (UH) (UH) Linked Bonds Volatility (UH) Linked Bonds Volatility (UH) Infrastructure (H) Debt Bloomberg AusBond Infl Govt 0+ year (month end)
14.16% 10.16% 11.69% 14.04% 3.56% 24.15% 6.94% 21.89% -3.47% 12.01%
Int'l Equity (H) Global Listed Aust. Direct Int'l Equity (UH) Global Sovereign Australian Equity Global Credit (H) Australian Equity Hedge Fund Australian Inflation Cash
Property (H) Property Bond (H) Composite (H) Linked Bonds Bloomberg AusBond Bank Bill
12.55% 5.17% 11.10% 13.38% 2.47% 23.77% 6.25% 17.54% -4.34% 9.27%
Global Small Caps Int'l Equity (H) Emerging Market Aust. Direct Cash Global Listed Global Small Caps Global Listed Emerging Market Emerging Markets Emerging Market Debt
(UH) Debt Property Property (H) (UH) Infrastructure (H) Debt Equity (UH) JP Morgan GBI EM Global Diversified Composite
11.86% 3.83% 10.44% 12.84% 1.92% 22.29% 6.09% 17.29% -5.32% 9.15%
Global Sovereign Global Sovereign Int'l Equity (H) Australian Equity Int'l Equity (UH) Aus. Small Caps Global Sovereign Aus. Small Caps Australian Fixed Global Listed Emerging Markets Equity (UH)
Bond (H) Bond (H) Bond (H) Income Property (H) MSCI Emerging Markets
11.16% 3.61% 10.32% 11.94% 1.52% 21.36% 5.88% 16.90% -9.71% 9.05%
Australian Fixed Australian Equity Global Minimum Hedge Fund Global Listed Emerging Markets Int'l Equity (UH) Aust. Direct Australian Inflation Aus. Small Caps Global Credit (H)
Income Volatility (UH) Composite (H) Infrastructure (H) Equity (UH) Property Linked Bonds Bloomberg Barclays Global Credit
9.81% 2.80% 8.68% 9.32% -0.67% 18.60% 5.72% 12.33% -10.60% 7.82%
Global Credit (H) Australian Fixed Global Credit (H) Global Minimum Global Credit (H) Emerging Market Australian Fixed Hedge Fund Global Small Caps Global Minimum Global Listed Infrastructure (H)
Income Volatility (UH) Debt Income Composite (H) (UH) Volatility (UH) FTSE Global Core Infrastructure 50/50 Hedged
9.26% 2.59% 8.50% 9.28% -1.00% 13.64% 4.47% 10.13% -12.49% 7.47%
Aust. Direct Cash Int'l Equity (UH) Global Listed Global Listed Global Credit (H) Australian Equity Emerging Markets Int’l Equity (UH) Global Credit (H)
Property Property (H) Property (H) Equity (UH) Global Listed Property (H)
9.22% 2.33% 7.90% 9.24% -3.03% 10.93% 1.73% 3.44% -12.52% 7.32% FTSE EPRA/NAREIT Developed Hedged AUD
Emerging Markets Global Credit (H) Hedge Fund Emerging Market Australian Equity Hedge Fund Cash Australian Inflation Global Sovereign Hedge Fund
Equity (UH) Composite (H) Debt Composite (H) Linked Bonds Bond (H) Composite (H) Global Minimum Volatility (UH)
6.93% 2.03% 7.08% 6.66% -3.06% 9.64% 0.37% 1.12% -13.87% 6.75% MSCI World Minimum Volatility
Hedge Fund Australian Inflation Global Listed Global Credit (H) Global Small Caps Australian Inflation Aust. Direct Cash Emerging Markets Australian Fixed
Composite (H) Linked Bonds Property (H) (UH) Linked Bonds Property Equity (UH) Income Global Small Caps (UH)
5.50% 1.60% 6.91% 6.50% -3.88% 8.48% -2.64% 0.03% -14.33% 5.06% MSCI World Small Cap
Australian Equity Hedge Fund Global Sovereign Australian Inflation Hedge Fund Australian Fixed Global Minimum Global Credit (H) Global Credit (H) Global Sovereign
Composite (H) Bond (H) Linked Bonds Composite (H) Income Volatility (UH) Bond (H) Global Sovereign Bond (H)
5.30% 0.94% 5.05% 3.73% -4.90% 7.26% -5.92% -0.63% -15.06% 4.61% FTSE WGBI Non Australia
Emerging Market Global Listed Australian Fixed Australian Fixed Emerging Markets Global Sovereign Global Listed Global Sovereign Int’l Equity (H) Cash
Debt Infrastructure (H) Income Income Equity (UH) Bond (H) Infrastructure (H) Bond (H) Hedge Fund Composite (H)
3.07% -1.81% 2.91% 3.66% -5.08% 6.60% -6.30% -2.36% -18.06% 3.89% HFRI Diversified Hedge Fund Index
Cash Emerging Markets Cash Global Sovereign Int'l Equity (H) Aust. Direct Emerging Market Australian Fixed Aus. Small Caps Global Listed
Equity (UH) Bond (H) Property Debt Income Infrastructure (H) Int’l Equity (H)
2.69% -4.30% 2.07% 2.78% -7.58% 5.62% Global Listed -6.44% Emerging Market Global Listed Aust. Direct 0.10% MSCI World ex Australia 100% Hedged
-2.87%
-18.38%
Worst Aus. Small Caps Emerging Market Australian Inflation Cash 1.75% Aus. Small Caps Cash 1.50% Property (H) -12.90% Debt -3.15% Property (H) -23.46% Property -7.16% Int’l Equity (UH)
Linked Bonds
Debt
MSCI World ex Australia
-3.81%
1.19%
-4.30%
-8.67%
UH = Unhedged returns H = Hedged returns * All indices are gross of fees with the exception of Hedge Funds which are reported after fees as provided by Hedge Fund Research (HFR). » Click here for important notices.
Data sources: Refinitiv Datastream; MSCI; HFR For Hedge Funds the hedge pickup is approximated using 3 month interest rate differentials. All performance is represented in AUD, unless otherwise stated.
12
MAY 2024